WA
Wealthstream Advisors’s DocGo DCGO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-10,896
| Closed | -$44K | – | 152 |
|
2024
Q1 | $44K | Hold |
10,896
| – | – | 0.02% | 148 |
|
2023
Q4 | $60.9K | Hold |
10,896
| – | – | 0.03% | 146 |
|
2023
Q3 | $58.1K | Hold |
10,896
| – | – | 0.03% | 106 |
|
2023
Q2 | $102K | Hold |
10,896
| – | – | 0.05% | 93 |
|
2023
Q1 | $94.3K | Hold |
10,896
| – | – | 0.06% | 76 |
|
2022
Q4 | $77K | Hold |
10,896
| – | – | 0.05% | 74 |
|
2022
Q3 | $108K | Hold |
10,896
| – | – | 0.12% | 62 |
|
2022
Q2 | $78K | Hold |
10,896
| – | – | 0.08% | 68 |
|
2022
Q1 | $101K | Hold |
10,896
| – | – | 0.09% | 69 |
|
2021
Q4 | $102K | Buy |
+10,896
| New | +$102K | 0.09% | 67 |
|